Calculating Min/Max

Updated by Cheryl Wallace

  1. Click Inventory on the left side menu then click Calculate Min/Max.
  2. Select the Stocking Point to filter the results if you have more than one stocking point. If no stocking point is selected, all stocking locations in your database will be included in the results.
  3. Modify the default Usage Date Range if required.
    1. Modify the default Start Date of 90 days before today, if required.
    2. Modify the default End Date of yesterday, if required.
    3. Select Exclude Weekends to restrict usage to transactions taking place Monday to Friday.
  4. Modify the default costing parameters used to inform the calculation, if required. These include
  • The Order Cost which defaults to 0.00
  • The Holding Cost (%) which defaults to 0.00
  • The Default Lead Time (days) which defaults to 7
  • The Minimum Order Quantity which defaults to 1
  1. Select the Inventory Types to be included. By default, all inventory types are selected.
  2. Click to generate the XLSX file containing the suggested Minimum on Hand and Maximum on Hand values.
Once the file is exported, you can review it and make any changes before it is imported to update the Min/Max quantities stored on each part number for each stocking point.

See also:

​Copyright © 2020-2025 ToolHound Inc. All Rights Reserved.

How did we do?